What makes us different?

We are fee based advisers. We feel this is the best way for clients to be assured that the advice we give is truly independent.

Where there is an investment product, or pension involved, we are very happy for our fees to be met by a payment from the product charges, but the commission we receive will be in line with the fee that would be charged. The amount we receive is the same - it is your choice as to whether you pay it, or we receive it as a commission.

We are a small firm, with 3 Directors. We intend to keep the company broadly to this size, as we want all clients to be advised by a Director of the firm, who has the long term interests of the client, and the firm in mind.